Serving Bourne, Centerville, Dennis, Falmouth, Hyannis, Mashpee, Sandwich, Yarmouth, Martha's Vineyard and Southeastern Massachusetts
Joe has more than 36 years of experience in assisting individuals and business owners in meeting their financial goals. Most of his experience is rooted on Cape Cod, having worked on the Cape since 1975.
Originally from Upstate New York, Joe holds a Bachelor of Arts in Economics and Computer Science from the State University of New York at Oswego, where he graduated magna cum laude. He is also a Certified Financial Planner.
He is a member of the Estate Planning Council of Cape Cod and a corporator of Cape Cod Healthcare as well as Heritage Museums & Gardens. Joe has been actively committed to many Cape Cod nonprofits over the course of his career, and he is currently involved with The Community Health Center as well as the Barnstable Land Trust.
Joe and his wife have two children and live in Centerville.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|